I've been in the financial services industry since 1993 and first joined Edward Jones in 2006. I left Edward Jones to serve clients at another firm from 2010 to 2020 only to find myself eager to return to Edward Jones for the personal, hands-on client experience that I could provide in my own branch and with my Branch Office Administrator.

I use my vast experience in the financial services industry to empower my clients and work with them to pursue their financial goals. My compassionate nature and prudent approach to investing helps me create a comprehensive financial foundation for those I serve. I not only pay attention to investment solutions designed specifically to each client's unique situations, but also account for the individual's tax, insurance and estate considerations. I work with my client's tax advisor and attorney to help make sure all aspects of their current and future financial bases are covered.

My Sr. Branch Office Administrator, Amy Clegg, celebrated 10 years with Edward Jones in 2021. Amy received one of Edward Jones' top awards "Spirit of Caring." She is a top-notch professional, has an eye for detail, is dedicated to our clients and it shows in everything she does. Amy and her husband have two children. Their adult daughter attends school in Surprise and their son attends NAU.

My husband, Eric, and I married in 1993. Together, we enjoy our horses, traveling, hiking, exploring trails through the desert and mountains and kayaking. We have two children – our son is in the U.S. Space Force and our daughter is a Navy Hospital Corpsman.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Office Information

Office Hours

Office Hours
Mon 07:00AM - 04:30PM
Tue 07:00AM - 04:30PM
Wed 07:00AM - 04:30PM
Thu 07:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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